Gaylord Wealth Management

Gaylord Wealth Management, LLC is a California Registered Investment Advisor dedicated to providing top-tier financial services to clients across the state. With nearly 40 years of investing experience, our firm focuses on financial planning and personal asset management to help you navigate volatile markets and avoid the common pitfalls of self-directed investing. Our mission is to craft the ideal investment and savings plan, ensuring your financial goals are met and your future is secure.

Experienced Money Manager

As a CFA Charter Holder and former General Securities & Options Principal for a major broker/dealer, our firm's principal holds an MBA from Michigan State University (Top 5% of Class) and a Certificate in Finance from the University of California Berkeley Extension (Awarded with Distinction). With FINRA Series 4, 7, 24, 63, and 65 licenses, our experienced money manager offers a wealth of knowledge and expertise to help you make informed decisions about your financial future.

Individual Attention

As a boutique wealth management firm, we pride ourselves on offering close, personalized attention to each of our clients. Every client is important to us, and we strive to create wealth wisely by employing Strategic Asset Allocation, Model Portfolios, and Tactical Overlays to construct a portfolio that aligns with your investing & income goals and risk/return preferences.

Servicing all of California

Our investment philosophy is grounded in a global approach, seeking appropriate investments in the United States and around the world in developed and emerging markets. Trust, ethics, and integrity are central to our way of doing business, and we comply fully with rigorous ethical guidelines and standards of professional practice as CFA Charter Holders.

Reasonable Fees

At Gaylord Wealth Management, LLC, we believe in transparency and fairness. That's why we have no hidden fees or commissions, do not accept fees from third parties, and do not sell financial products or insurance. Our firm only selects the most suitable investments for you, helping you grow your wealth with the guidance of a professional money manager & CFA Charter Holder, not a salesperson.

Peter Gaylord, CFA

Peter Gaylord, CFA is the CEO & Chief Investment Officer of Gaylord Wealth Management, LLC. With over three decades of investing experience, Peter serves as CEO, Chief Compliance Officer, and Chief Investment Officer of Gaylord Wealth Management LLC. He holds an MBA degree from Michigan State University, a Certificate in Finance from the University of California, Berkeley Extension, and the CFA (Chartered Financial Analyst) Charter - the "gold standard" among investment research and management professionals. Peter is licensed as an Investment Advisor Representative with Gaylord Wealth Management LLC in California.

Wealth Management Services

Our wealth management services cater to clients with varying investment goals and risk tolerance levels. We work with clients ranging from small accounts ($250,000) to High Net Worth Individuals with Investable Assets greater than $1-5 Million and beyond. By focusing on strategic asset allocation and tactical overlays, we build efficient investment portfolios tailored to your unique needs, taking into account your income needs, timeframes related to your goals, and comfort level with risk.

At Gaylord Wealth Management, we prioritize long-term goals, helping you interpret current events, maintain perspective and investing discipline, anticipate potential outcomes, and avoid over-reacting to events, both good and bad.